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Sound Financial Strategies Group’s Linde LIN Stock Holding History

Sound Financial Strategies Group’s Portfolio LIN Stock Details LIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$528K Sell
1,017
-21
-2% -$10.6K 0.34% 47
2026
Q1 		$515K Sell
1,038
-656
-39% -$310K 0.35% 44
2025
Q4 		$722K Buy
1,694
+209
+14% +$89.5K 0.51% 48
2025
Q3 		$705K Sell
1,485
-150
-9% -$71K 0.51% 60
2025
Q2 		$767K Buy
1,635
+22
+1% +$10K 0.65% 49
2025
Q1 		$751K Sell
1,613
-293
-15% -$132K 0.67% 49
2024
Q4 		$798K Buy
1,906
+276
+17% +$126K 0.67% 55
2024
Q3 		$777K Buy
1,630
+26
+2% +$11.9K 0.62% 44
2024
Q2 		$704K Buy
1,604
+146
+10% +$64.2K 0.61% 35
2024
Q1 		$677K Sell
1,458
-32
-2% -$13.9K 0.56% 25
2023
Q4 		$612K Sell
1,490
-1,117
-43% -$440K 0.52% 32
2023
Q3 		$971K Sell
2,607
-207
-7% -$78.8K 0.8% 15
2023
Q2 		$1.07M Sell
2,814
-385
-12% -$141K 0.78% 15
2023
Q1 		$1.14M Sell
3,199
-252
-7% -$84.4K 0.76% 9
2022
Q4 		$1.13M Buy
+3,451
New +$1.08M 0.82% 14
2022
Q2 		– Sell
-5,165
Closed -$1.65M – 59
2022
Q1 		$1.65M Buy
5,165
+3,164
+158% +$978K 0.91% 12
2021
Q4 		$693K Sell
2,001
-72
-3% -$23.3K 0.35% 46
2021
Q3 		$615K Sell
2,073
-15
-0.7% -$4.56K 0.31% 49
2021
Q2 		$603K Sell
2,088
-184
-8% -$53.6K 0.3% 71
2021
Q1 		$637K Sell
2,272
-169
-7% -$43.8K 0.33% 27
2020
Q4 		$639K Buy
2,441
+38
+2% +$9.33K 0.35% 34
2020
Q3 		$569K Sell
2,403
-41
-2% -$9.94K 0.36% 30
2020
Q2 		$517K Sell
2,444
-1
-0% -$193 0.33% 31
2020
Q1 		$433K Sell
2,445
-3,483
-59% -$687K 0.29% 28
2019
Q4 		$1.27M Buy
+5,928
New +$1.19M 0.8% 46

Other funds holding LIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sound Financial Strategies Group's LIN Position: Q2 2026 in Review

Sound Financial Strategies Group reduced its Linde (LIN) stake by 2% in Q2 2026, selling an estimated $10.6K and leaving 1,017 shares worth $528K. The position accounts for 0.34% of the portfolio, ranked #47.

Sound Financial Strategies Group first reported a position in LIN in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.65M in Q1 2022. 2,333 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Sound Financial Strategies Group held 1,017 shares of Linde worth $528K as of Q2 2026.
  • Sound Financial Strategies Group sold 21 Linde shares in Q2 2026, an estimated $10.6K.
  • Linde made up 0.34% of Sound Financial Strategies Group's portfolio in Q2 2026, its #47 holding.
  • Sound Financial Strategies Group first reported a position in Linde in Q4 2019 and has held it in 25 quarters since.
  • Sound Financial Strategies Group's Linde position peaked at $1.65M in Q1 2022.
  • 2,333 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.